The goal of this fund is to make sure that at your retirement date your money is in investments which are considered appropriate if you’re planning to take all of your pension pot as one or more lump sums over a relatively short period. It’s used as part of the Stakeholder Lump Sum strategic lifestyle profile (SLP), and isn’t suitable as a standalone fund or if you’re building your own portfolio from our full fund range.

?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.

?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.

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Beta

?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.

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Sharpe

?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.

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Volatility

?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.

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Tracking error

?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.

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Information ratio

?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.

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R-Squared

?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.

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Price movement

52 week high105.61

52 week low96.82

Current bid price-

Current offer price-

Current mid price102.37

Region

No data available.

Industry sector

No data available.

Asset type

No data available.

Individual holdings

1

STANDARD LIFE DEPOSIT AND TREASURY PENSION FUND

40.1%

2

STANDARD LIFE CORPORATE BOND PENSION FUND

39.8%

3

STANDARD LIFE MULTI ASSET MANAGED (20-60% SHARES) PENSION FUND

20.1%

Management

Fund manager group

Standard Life Investments

Fund manager company

Standard Life Assurance Co

Fund type

Pension Fund

Fund objective

The goal of this fund is to make sure that at your retirement date your money is in investments which are considered appropriate if you’re planning to take all of your pension pot as one or more lump sums over a relatively short period. It’s used as part of the Stakeholder Lump Sum strategic lifestyle profile (SLP), and isn’t suitable as a standalone fund or if you’re building your own portfolio from our full fund range.

Benchmark

No Specified Index

Investment style

No data available.

Investment method

No data available.

Fund manager

No data available.

Compliance

No data available.

Domicile

No data available.

Fund for sale in

United Kingdom

Stan Life At Retirement Stakeholder Lump Sum Pn S6

Initial charge-

Annual charge1%

Min single investment£0

Min regular saving£0

Available in ISANo

Ongoing charge (OCF)-

Total expense ratio (TER)-

Bid price-

Offer price-

Mid price102.3679

CurrencyGBX

Price updated07/12/2016

TypeAccumulation

Institutional or retail classRetail

Domicile-

Citi codeM4WF

Stan Life At Retirement Stakeholder Lump Sum Pn S7

Initial charge-

Annual charge1%

Min single investment£0

Min regular saving£0

Available in ISANo

Ongoing charge (OCF)-

Total expense ratio (TER)-

Bid price-

Offer price-

Mid price102.3885

CurrencyGBX

Price updated07/12/2016

TypeAccumulation

Institutional or retail classRetail

Domicile-

Citi codeM4WE

Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.

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